LIC Mutual Fund Asset Management Limited

LIC MF Balanced Advantage Fund Regular Plan-Growth

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return4.9%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.14%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees1092.2
  • NAVRupees10.4

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Provide Capital Appreciation/ Income To The Investors From A Dynamic Mix Of Equity, Debt And Money Market Instruments. The Scheme Seeks To Reduce The Volatility By Diversifying The Assets Across Equity, Debt And Money Market Instruments.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • 7.26% Government of India 9.8
  • ICICI Bank Ltd. 7.8
  • HDFC Bank Ltd. 6.4
  • Reliance Industries Ltd. 6.2
  • Infosys Ltd. 5.2
  • 8.0% Housing Development Finance Corp Ltd. ** 4.7
  • Axis Bank Ltd. 3.7
  • Mahindra & Mahindra Ltd. 3.4
  • State Bank of India 3.3
  • Larsen & Toubro Ltd. 3
  • Treps 3
  • Sectors %
  • Banks23.6
  • Govt-Sec19.8
  • Finance12.4
  • Internet and Technology10.6
  • Petroleum Products6.2

Fund House